..... Were headed back to Monopolies by mergers ..... ................... reverse of what we did to break them up Aka Ma-Bell
updated duopoly #s. new IAB data came out yesterday. easy to run vs earnings for goog and fb, it's evident everyone else is zero sum game.pic.twitter.com/wolgdpfcxp
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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curious how the 'everyone else' bucket is calculated - which companies are factored in and what numbers are used for them?
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Take IAB incremental growth for US ad industry and back out duopoly (Goog + FB).
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interested to see how this shifts with the rise of messaging apps in the US; our college aged kids haven't used FB for 3+ years
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agree. It's remarkable a messaging platform of mostly UGC as dominant as FB. Marketers chasing audience risking brands...
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Out of curiosity, what Google/FB numbers are you using?
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10-Qs. FB includes Canada as they don't split US/Canada. Goog assumes advertising is ~90% of US which it is for global.
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great data. 1) it is possible, but hard to take money from Google/FB - but can be done. 2) $4.7B/Q US only is still huge.
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let's not fool ourselves. It's unhealthy all around. 4.7 flat isn't anything that excites me. Work to do.
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